spin off news corp education business and time warner publishing. a lot of companies have significant amount of cash, very solid balance sheet, returning capital to shareholders. international expansion is another theme. all told investors are really, very, very happy with the performance of these stocks over last several years consistently beating most of the major benchmarks. sandra: a stock we all watch often is netflix which i'm looking at which suffered a down day today. it is $181 a share. i wonder how they could possibly benefit from the move away from pay-tv services? >> netflix entered the fray to revolutionize the model, the traditional television model. taking people away from appointment viewing and trying to provide you content when you want it and how you want it. i think internet television is here to stay. it is pretty early to say that they're going to, you know, overtake traditional television anytime, soon. we think it is very complimentary. you've seen netflix and guys like disney and dreamworks animation strike what we consider